Podcast
Questions and Answers
Which of the following is NOT considered a core responsibility of today's financial managers?
Which of the following is NOT considered a core responsibility of today's financial managers?
- Marketing & Sales (correct)
- Risk Management
- Financial Planning & Strategy
- Investment Decisions
Financial managers are primarily focused on bookkeeping and budgeting in today's modern business environment.
Financial managers are primarily focused on bookkeeping and budgeting in today's modern business environment.
False (B)
What is the primary difference between traditional and modern financial management?
What is the primary difference between traditional and modern financial management?
Traditional financial management focuses on bookkeeping, budgeting, and financial reporting, while modern financial management emphasizes strategic decision-making, risk management, and technology integration.
Financial managers are now considered ______ who drive corporate growth and sustainability.
Financial managers are now considered ______ who drive corporate growth and sustainability.
Match the following famous financial managers with their respective companies/positions:
Match the following famous financial managers with their respective companies/positions:
What is the significance of technology integration in modern financial management?
What is the significance of technology integration in modern financial management?
Corporate governance and compliance are not relevant to the role of a financial manager.
Corporate governance and compliance are not relevant to the role of a financial manager.
How do investment decisions contribute to a company's overall success?
How do investment decisions contribute to a company's overall success?
Which of the following is NOT a key financial management strategy employed by Jollibee for its expansion?
Which of the following is NOT a key financial management strategy employed by Jollibee for its expansion?
Leverage is the process of using borrowed funds to increase potential returns.
Leverage is the process of using borrowed funds to increase potential returns.
What is the primary purpose of liquidity management in a business?
What is the primary purpose of liquidity management in a business?
Match the following business leaders with their respective companies or roles:
Match the following business leaders with their respective companies or roles:
The acronym ESG refers to ______, Social, and Governance factors in investing.
The acronym ESG refers to ______, Social, and Governance factors in investing.
Which of the following companies is NOT associated with Lance Gokongwei?
Which of the following companies is NOT associated with Lance Gokongwei?
The 'Three Pillars of Financial Management' include Investment Decisions, Financing Decisions, and Marketing Strategy.
The 'Three Pillars of Financial Management' include Investment Decisions, Financing Decisions, and Marketing Strategy.
Which aspect of financial management helps businesses assess the viability of new investment projects?
Which aspect of financial management helps businesses assess the viability of new investment projects?
The emerging trend of technology integration in financial management focuses on replacing human analysts with AI completely.
The emerging trend of technology integration in financial management focuses on replacing human analysts with AI completely.
What is the concept that states 'Money today is worth more than in the future'?
What is the concept that states 'Money today is worth more than in the future'?
Benjamin Diokno's research and policy experience include ______, including government structure, tax policies, and public spending management.
Benjamin Diokno's research and policy experience include ______, including government structure, tax policies, and public spending management.
What is one example of how Jollibee effectively used capital budgeting during its international expansion?
What is one example of how Jollibee effectively used capital budgeting during its international expansion?
Which of the following is NOT one of the areas where Ang led strategic acquisitions and corporate expansion of San Miguel Corporation?
Which of the following is NOT one of the areas where Ang led strategic acquisitions and corporate expansion of San Miguel Corporation?
Higher risks are always associated with higher returns.
Higher risks are always associated with higher returns.
According to the provided text, what is the primary purpose of understanding the 'Three Pillars of Financial Management'?
According to the provided text, what is the primary purpose of understanding the 'Three Pillars of Financial Management'?
Flashcards
Scope of Financial Management
Scope of Financial Management
The range of topics and importance pertaining to managing finances in a company.
Evolving Role of Financial Managers
Evolving Role of Financial Managers
Transition from traditional tasks to strategic business functions.
Core Responsibilities
Core Responsibilities
Key duties of financial managers including planning and compliance.
Financial Planning & Strategy
Financial Planning & Strategy
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Risk Management
Risk Management
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Corporate Governance
Corporate Governance
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Technology Integration
Technology Integration
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Investment Decisions
Investment Decisions
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Leverage
Leverage
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Capital Budgeting
Capital Budgeting
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Liquidity
Liquidity
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Strategic Acquisitions
Strategic Acquisitions
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Sustainable Finance
Sustainable Finance
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Globalization
Globalization
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Financial Adaptability
Financial Adaptability
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Ang
Ang
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Lance Gokongwei
Lance Gokongwei
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Benjamin Diokno
Benjamin Diokno
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Financing Decisions
Financing Decisions
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Dividend Policy
Dividend Policy
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Time Value of Money
Time Value of Money
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Risk and Return
Risk and Return
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Study Notes
Special Topics in Financial Management
- Course: Special Topics in Financial Management
- Semester: Second Semester, AY 2024-2025
Learning Objectives
- Understand the scope and significance of special topics in financial management.
- Recognize the evolving role of financial managers in dynamic business environments.
- Review fundamental financial concepts and their application to contemporary issues.
Brain Teaser
- Warren Buffett: Co-founder of Berkshire Hathaway, legendary value investor, Oracle of Omaha.
- Elon Musk: Entrepreneur and Co-founder of Tesla, SpaceX, Neuralink and The Boring Company.
- Christine Lagarde: President of the European Central Bank, French lawyer and politician, former Managing Director of the International Monetary Fund.
- Ramon S. Ang: CEO, President, and Vice Chairman of San Miguel Corporation (SMC). Led strategic acquisitions and corporate expansion.
- Lance Gokongwei: CEO, JG Summit Holdings, Inc. Led the acquisition of various companies, expanding URC's presence.
- Benjamin Diokno: Former Governor of the Bangko Sentral ng Pilipinas (BSP), Former Finance Secretary, Global Central Banker of the Year 2022.
The Evolving Role of Financial Managers
- Traditional Role: Bookkeeping, Budgeting, Financial Reporting
- Modern Role: Strategic decision-making, Risk Management, Technology-Driven Finance
Core Responsibilities of Today's Financial Managers
- Financial Planning & Strategy (Aligning financial goals with business objectives)
- Investment Decisions (Capital budgeting, portfolio management, asset allocation)
- Risk Management (Identifying and mitigating financial risks)
- Corporate Governance & Compliance (Ensuring adherence to financial regulations)
- Technology Integration (Adopting FinTech, AI, and blockchain in financial operations)
Famous Financial Managers Who Made An Impact (examples)
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Warren Buffett: Chair and CEO of Berkshire Hathaway, known for his value investing strategies.
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Elon Musk: Entrepreneur, leading in technological innovation.
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Christine Lagarde: President of the European Central Bank, advocating gender inclusion.
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Ramon S. Ang: CEO, President, and Vice Chairman of San Miguel Corporation in the Philippines. Known for strategic acquisitions and expansion.
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Lance Gokongwei: CEO of JG Summit Holdings, Inc.; led diverse acquisition strategies in Southeast Asia and the South Pacific.
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Benjamin Diokno: Former Governor of the Bangko Sentral ng Pilipinas; focused on public economics, including government structure and tax policies and public spending management.
Review of Fundamental Financial Concepts
- Investment Decisions: Where should funds be allocated for maximum returns?
- Financing Decisions: How should businesses raise capital? (Debt vs. Equity)
- Dividend Policy: How should profits be distributed to shareholders?
Key Financial Concepts and Their Applications
- Time Value of Money: Money today is worth more than in the future.
- Risk and Return: Higher risks typically lead to higher returns.
- Financial Leverage: Using borrowed funds to increase returns.
- Capital Budgeting: Process of evaluating investment projects.
- Liquidity Management: Ensuring the company has enough cash to meet obligations.
Case Study - Jollibee's Financial Management Strategy
- Strategic acquisitions (e.g., The Coffee Bean & Tea Leaf, Tim Ho Wan)
- Effective capital budgeting for international expansion
- Strong liquidity management to sustain operations during crises
Emerging Trends in Financial Management
- Technology Integration (AI-driven financial analytics, blockchain, and digital banking)
- Sustainable Finance (ESG investing)
- Globalization & Risk Management (Managing currency fluctuations and international trade finance)
Other Important Notes
- Financial managers must stay adaptable and informed to lead businesses effectively.
- Jollibee's strategies helped it successfully grow globally.
- Quotes in slide 17 are available.
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